Stacee Malcolm - Allstate Agent

Etesian Wealth Advisors is a boutique advisory firm based in West Linn, Oregon, founded in 2009 with a commitment to prioritizing the needs of their clients over the size of their practice. They offer a personal partnership approach to wealth management, ensuring that clients' goals are at the forefront of their services. As a fiduciary, Etesian Wealth Advisors operates without receiving commissions for stock purchases, which allows them to focus solely on their clients' best interests. Their financial planning services are designed to provide clients with a comprehensive roadmap, helping them navigate their financial futures with confidence and peace of mind. Generated from the website

HistoryOriginally part of a large national firm from 1999, our paths diverged when it became clear I was more interested in being a partner with clients and using the training and knowledge to guide rather than a sales agent. Not having to make a monthly sales quota allows me to be concerned solely with the what is best for the client with no pressure to sell.SpecialtiesWe realize first and foremost that we are taking care of people, not just money. We are especially concerned with helping women who are 'single again', as this is a new journey for them and we understand what it takes to be on your own. We work with all people in all situations to help them develop a plan to work towards creating financial security. Knowlege and education are very important to us, and we are continually learning and teaching.

Willamette Falls Holdings, LLC is a company based in West Linn, OR, that specializes in real estate investment and property management services. With a focus on acquiring and managing commercial and residential properties, Willamette Falls Holdings, LLC aims to provide quality real estate solutions for both investors and tenants in the local area. Generated from their business information